P&L Consolidated Trending

What is a Consolidated Profit & Loss Trend Report? Consolidated trending reports are considered monthly analysis tools and are used by CFOs and Group Controllers to determine trends in revenues, expenses and profitability. A key functionality in this type of report can present financials for both consolidated and for individual subsidiaries. The periods in the columns are dynamically rolled out to the current month. It is also typical to group the expenses by department. You will find an example of this type of report below.

Purpose of Profit & Loss Monthly Trend Reports Companies and organizations use Profit & Loss Monthly Trend Reports to easily analyze month-over-month changes for any particular revenue or expense item on their financial statement. When used as part of good business practices in a Finance & Accounting Department, a company can improve its ability to react quicker to trends that are positively or negatively affecting the business, as well as, mitigate the risk that a shift in their environment goes undetected.

Who Uses This Type of Report? The typical users of this type of report are: Executives, CFOs and Analysts. Other Reports Often Used in Conjunction with Profit & Loss Monthly Trend Reports Progressive Finance & Accounting Departments sometimes use several different Profit & Loss Monthly Trend Reports, along with trended balance sheets, cash flow reports and other management and control tools.

Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others. In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional xFP&A solutions.

This Solver report template connects directly to your ERP data via the Solver Data Warehouse, enabling near real-time analysis with minimal setup. Designed for QuickStart deployment, it can be activated rapidly so your team can focus on analysis and decisions — not data preparation.

What is the P&L Consolidated Trending in Solver? The P&L Consolidated Trending is a pre-built xFP&A report template in Solver that delivers key financial and operational metrics in a single, easy-to-use interface, eliminating the need for manual data work or custom report development.

Who uses this Solver report template? Cfos, fp&a managers, and controllers rely on this Solver report template for consistent, parameter-driven reporting that can be run on demand or on a scheduled basis. It eliminates the manual work typically required to produce this type of analysis.

Where does the data come from? Data is sourced automatically from your ERP system through the Solver Data Warehouse, which integrates with platforms such as Microsoft Dynamics 365 Business Central, Dynamics 365 Finance, Acumatica, Sage Intacct, and other leading ERP solutions. Once connected, the template updates in near real-time with no manual data entry required.

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